Build, Buy, or Borrow: Choosing the Best Software...

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Build, Buy, or Borrow:

Choosing the Best Software Development Path

NTEN – Nonprofit Technology Network

Kevin Howard Goldberg

President, imagistic November 13, 2012

BUILD, BUY, OR BORROW ...

BUILD, BUY, OR BORROW ...

What We’ll Cover

BUILD, BUY, OR BORROW ...

What We’ll Cover

• Introduction to Technologies / Terminologies

BUILD, BUY, OR BORROW ...

What We’ll Cover

• Introduction to Technologies / Terminologies

• Critical Factors in Making Decisions

BUILD, BUY, OR BORROW ...

What We’ll Cover

• Introduction to Technologies / Terminologies

• Critical Factors in Making Decisions

• Process for Software Solution Comparison

BUILD, BUY, OR BORROW ...

What We’ll Cover

• Introduction to Technologies / Terminologies

• Critical Factors in Making Decisions

• Process for Software Solution Comparison

What We Won’t Cover

BUILD, BUY, OR BORROW ...

What We’ll Cover

• Introduction to Technologies / Terminologies

• Critical Factors in Making Decisions

• Process for Software Solution Comparison

What We Won’t Cover

• The Best Software Solution

WHO AM I?

WHO AM I?

Kevin Howard Goldberg

WHO AM I?

Kevin Howard Goldberg

• President, imagistic

WHO AM I?

Kevin Howard Goldberg

• President, imagistic

• Software development since 1987

WHO AM I?

Kevin Howard Goldberg

• President, imagistic

• Software development since 1987

• Wharton School / Entrepreneurial Management

WHO AM I?

Kevin Howard Goldberg

• President, imagistic

• Software development since 1987

• Wharton School / Entrepreneurial Management

• Start-ups, start-up divisions

WHO AM I?

Kevin Howard Goldberg

• President, imagistic

• Software development since 1987

• Wharton School / Entrepreneurial Management

• Start-ups, start-up divisions

• Author, Teacher, Husband and Dad

BUILD, BUY, OR BORROW ...

BUILD, BUY, OR BORROW ...

Build

BUILD, BUY, OR BORROW ...

Build

• Custom software development

BUILD, BUY, OR BORROW ...

Build

• Custom software development

Buy

BUILD, BUY, OR BORROW ...

Build

• Custom software development

Buy

• Software as a Service (SaaS)

BUILD, BUY, OR BORROW ...

Build

• Custom software development

Buy

• Software as a Service (SaaS)

Borrow

BUILD, BUY, OR BORROW ...

Build

• Custom software development

Buy

• Software as a Service (SaaS)

Borrow

• Open Source Software (OSS)

OPEN SOURCE SOFTWARE

OPEN SOURCE SOFTWARE

What?

OPEN SOURCE SOFTWARE

What?

• Code (and documentation) is downloadable, visible, editable

OPEN SOURCE SOFTWARE

What?

• Code (and documentation) is downloadable, visible, editable

Why?

OPEN SOURCE SOFTWARE

What?

• Code (and documentation) is downloadable, visible, editable

Why?

• Philosophy, notoriety, reciprocity, advancement

OPEN SOURCE SOFTWARE

What?

• Code (and documentation) is downloadable, visible, editable

Why?

• Philosophy, notoriety, reciprocity, advancement

Is It Really Free?

OPEN SOURCE SOFTWARE

What?

• Code (and documentation) is downloadable, visible, editable

Why?

• Philosophy, notoriety, reciprocity, advancement

Is It Really Free?

• Yes ... with conditions (licenses)

EXAMPLES OF OPEN SOURCE SOFTWARE

EXAMPLES OF OPEN SOURCE SOFTWARE

User Applications • Drupal, WordPress, CiviCRM, Firefox, Chromium, OpenOffice,

Moodle, Eclipse, 7-Zip, and many more

Server Software

• Linux, Apache, MySQL, PHP (LAMP stack)

EXAMPLES OF OPEN SOURCE SOFTWARE

User Applications • Drupal, WordPress, CiviCRM, Firefox, Chromium, OpenOffice,

Moodle, Eclipse, 7-Zip, and many more

Server Software

• Linux, Apache, MySQL, PHP (LAMP stack)

Resources

• www.opensource.org, www.sourceforge.net

PURCHASED SOFTWARE EXAMPLES

PURCHASED SOFTWARE EXAMPLES

Off-The-Shelf (Software Publishing)

PURCHASED SOFTWARE EXAMPLES

Off-The-Shelf (Software Publishing) • Microsoft, Apple, Adobe, IBM, Oracle, etc.

PURCHASED SOFTWARE EXAMPLES

Off-The-Shelf (Software Publishing) • Microsoft, Apple, Adobe, IBM, Oracle, etc.

Software as a Service (SaaS)

PURCHASED SOFTWARE

PURCHASED SOFTWARE EXAMPLES

Off-The-Shelf (Software Publishing) • Microsoft, Apple, Adobe, IBM, Oracle, etc.

Software as a Service (SaaS)

• Google Apps, iCloud

• Salesforce, Facebook, Webex, SurveyMonkey, MailChimp

PURCHASED SOFTWARE EXAMPLES

Off-The-Shelf (Software Publishing) • Microsoft, Apple, Adobe, IBM, Oracle, etc.

Software as a Service (SaaS)

• Google Apps, iCloud

• Salesforce, Facebook, Webex, SurveyMonkey, MailChimp

• Webmail (Earthlink), Hotmail (1996)

PURCHASED SOFTWARE EXAMPLES

Off-The-Shelf (Software Publishing) • Microsoft, Apple, Adobe, IBM, Oracle, etc.

Software as a Service (SaaS)

• Google Apps, iCloud

• Salesforce, Facebook, Webex, SurveyMonkey, MailChimp

• Webmail (Earthlink), Hotmail (1996)

• IaaS, PaaS, STaaS, SECaaS, DaaS, etc.

WHAT IS THE CLOUD?

WHAT IS THE CLOUD?

History

WHAT IS THE CLOUD?

History • Network design diagrams

WHAT IS THE CLOUD?

History • Network design diagrams

The Cloud is the Internet

• Cloud computing is SaaS

WHAT IS THE CLOUD?

History • Network design diagrams

The Cloud is the Internet

WHAT IS THE CLOUD?

History • Network design diagrams

The Cloud is the Internet • Cloud computing is SaaS

CUSTOM BUILT SOFTWARE

CUSTOM BUILT SOFTWARE

What?

CUSTOM BUILT SOFTWARE

What? • You design it, someone builds it

CUSTOM BUILT SOFTWARE

What? • You design it, someone builds it

Components, Libraries, Frameworks

CUSTOM BUILT SOFTWARE

What? • You design it, someone builds it

Components, Libraries, Frameworks • CodeIgniter, CakePHP (PHP) Spring, Struts (Java), Telerik, Infragistics (.NET)

CUSTOM BUILT SOFTWARE

What? • You design it, someone builds it

Components, Libraries, Frameworks • CodeIgniter, CakePHP (PHP) Spring, Struts (Java), Telerik, Infragistics (.NET)

Examples

CUSTOM BUILT SOFTWARE

What? • You design it, someone builds it

Components, Libraries, Frameworks • CodeIgniter, CakePHP (PHP) Spring, Struts (Java), Telerik, Infragistics (.NET)

Examples

• Excel macros, Word templates, PERL scripts, batch files

CUSTOM BUILT SOFTWARE

What? • You design it, someone builds it

Components, Libraries, Frameworks • CodeIgniter, CakePHP (PHP) Spring, Struts (Java), Telerik, Infragistics (.NET)

Examples

• Excel macros, Word templates, PERL scripts, batch files

• Browser-based applications

QUESTIONS?

QUESTIONS?

Technologies / Terminologies

OSS

SaaS

The Cloud

Custom Software

Etc.

DECISION MAKING

DECISION MAKING

Critical Factors

DECISION MAKING

Critical Factors • Installation and Configuration

DECISION MAKING

Critical Factors • Installation and Configuration

• Customization

DECISION MAKING

Critical Factors • Installation and Configuration

• Customization

• Maintenance and Support

DECISION MAKING

Critical Factors • Installation and Configuration

• Customization

• Maintenance and Support

• Upgrades

DECISION MAKING

Critical Factors • Installation and Configuration

• Customization

• Maintenance and Support

• Upgrades

• Hosting and Backups

DECISION MAKING

Critical Factors • Installation and Configuration

• Customization

• Maintenance and Support

• Upgrades

• Hosting and Backups

• Security

DECISION MAKING

Critical Factors • Installation and Configuration

• Customization

• Maintenance and Support

• Upgrades

• Hosting and Backups

• Security

• Getting What You Want

DECISION MAKING

Critical Factors • Installation and Configuration

• Customization

• Maintenance and Support

• Upgrades

• Hosting and Backups

• Security

• Getting What You Want

• Cost

INSTALLATION AND CONFIGURATION

INSTALLATION AND CONFIGURATION

Essentials

INSTALLATION AND CONFIGURATION

Essentials

• Out-of-the-box -> installation -> configuration

INSTALLATION AND CONFIGURATION

Essentials

• Out-of-the-box -> installation -> configuration

Comparisons

INSTALLATION AND CONFIGURATION

Essentials

• Out-of-the-box -> installation -> configuration

Comparisons • Build – mostly n/a

INSTALLATION AND CONFIGURATION

Essentials

• Out-of-the-box -> installation -> configuration

Comparisons • Build – mostly n/a

• Buy – varies

INSTALLATION AND CONFIGURATION

Essentials

• Out-of-the-box -> installation -> configuration

Comparisons • Build – mostly n/a

• Buy – varies

• Borrow – varies

CONFIGURATION

CONFIGURATION

INSTALLATION AND CONFIGURATION

Essentials

• Out-of-the-box -> installation -> configuration

Comparisons • Build – mostly n/a

• Buy – varies

• Borrow – varies

INSTALLATION AND CONFIGURATION

Essentials

• Out-of-the-box -> installation -> configuration

Comparisons • Build – mostly n/a

• Buy – varies

• Borrow – varies

Takeaways

INSTALLATION AND CONFIGURATION

Essentials

• Out-of-the-box -> installation -> configuration

Comparisons • Build – mostly n/a

• Buy – varies

• Borrow – varies

Takeaways

• Review / demo for thorough and deep understanding

CUSTOMIZATION

CUSTOMIZATION

Essentials

CUSTOMIZATION

Essentials

• APIs, hooks, plug-ins, modules, data access (RSS, XML, JSON)

CUSTOMIZATION

Essentials

• APIs, hooks, plug-ins, modules, data access (RSS, XML, JSON)

Comparisons

CUSTOMIZATION

Essentials

• APIs, hooks, plug-ins, modules, data access (RSS, XML, JSON)

Comparisons • Build – as extensive as you’d like

CUSTOMIZATION

Essentials

• APIs, hooks, plug-ins, modules, data access (RSS, XML, JSON)

Comparisons • Build – as extensive as you’d like

• Buy – most difficult but depends on system

CUSTOMIZATION

Essentials

• APIs, hooks, plug-ins, modules, data access (RSS, XML, JSON)

Comparisons • Build – as extensive as you’d like

• Buy – most difficult but depends on system

• Borrow – good to great (beware the hacker)

CUSTOMIZATION

Essentials

• APIs, hooks, plug-ins, modules, data access (XML, JSON)

Comparisons • Build – as extensive as you’d like

• Buy – most difficult but depends on system

• Borrow – good to great (beware the hacker)

CUSTOMIZATION

Essentials

• APIs, hooks, plug-ins, modules, data access (XML, JSON)

Comparisons • Build – as extensive as you’d like

• Buy – most difficult but depends on system

• Borrow – good to great (beware the hacker)

Takeaways

CUSTOMIZATION

Essentials

• APIs, hooks, plug-ins, modules, data access (XML, JSON)

Comparisons • Build – as extensive as you’d like

• Buy – most difficult but depends on system

• Borrow – good to great (beware the hacker)

Takeaways

• Your way vs. time and money

MAINTENANCE AND SUPPORT

MAINTENANCE AND SUPPORT

Essentials

MAINTENANCE AND SUPPORT

Essentials

• Questions, bugs, periodic tuning

MAINTENANCE AND SUPPORT

Essentials

• Questions, bugs, periodic tuning

Comparisons

MAINTENANCE AND SUPPORT

Essentials

• Questions, bugs, periodic tuning

Comparisons • Build – vendor (and library owner) is critical

MAINTENANCE AND SUPPORT

Essentials

• Questions, bugs, periodic tuning

Comparisons • Build – vendor (and library owner) is critical

• Buy – company is critical, typically tiered

MAINTENANCE AND SUPPORT

Essentials

• Questions, bugs, periodic tuning

Comparisons • Build – vendor (and library owner) is critical

• Buy – company is critical, typically tiered

• Borrow – vendor (and community) is critical

MAINTENANCE AND SUPPORT

Essentials

• Questions, bugs, periodic tuning

Comparisons • Build – vendor (and library owner) is critical

• Buy – company is critical, typically tiered

• Borrow – vendor (and community) is critical

MAINTENANCE AND SUPPORT

Essentials

• Questions, bugs, periodic tuning

Comparisons • Build – vendor (and library owner) is critical

• Buy – company is critical, typically tiered

• Borrow – vendor (and community) is critical

Takeaways

MAINTENANCE AND SUPPORT

Essentials

• Questions, bugs, periodic tuning

Comparisons • Build – vendor (and library owner) is critical

• Buy – company is critical, typically tiered

• Borrow – vendor (and community) is critical

Takeaways

• Review forums, policies, negotiate to your needs

UPGRADES

UPGRADES

Essentials

UPGRADES

Essentials

• Bug fixes, system (and security) enhancements

UPGRADES

Essentials

• Bug fixes, system (and security) enhancements

Comparisons

UPGRADES

Essentials

• Bug fixes, system (and security) enhancements

Comparisons • Build – specific, tuned, paid for

UPGRADES

Essentials

• Bug fixes, system (and security) enhancements

Comparisons • Build – specific, tuned, paid for

• Buy – automatic (whether you like it or not)

UPGRADES

Essentials

• Bug fixes, system (and security) enhancements

Comparisons • Build – specific, tuned, paid for

• Buy – automatic (whether you like it or not)

• Borrow – community driven, vendor installed

UPGRADES

Essentials

• Bug fixes, system (and security) enhancements

Comparisons • Build – specific, tuned, paid for

• Buy – automatic (whether you like it or not)

• Borrow – community driven, vendor installed

UPGRADES

Essentials

• Bug fixes, system (and security) enhancements

Comparisons • Build – specific, tuned, paid for

• Buy – automatic (whether you like it or not)

• Borrow – community driven, vendor installed

Takeaways

UPGRADES

Essentials

• Bug fixes, system (and security) enhancements

Comparisons • Build – specific, tuned, paid for

• Buy – automatic (whether you like it or not)

• Borrow – community driven, vendor installed

Takeaways

• Review track record of SaaS and OSS

HOSTING AND BACKUPS

HOSTING AND BACKUPS

Essentials

HOSTING AND BACKUPS

Essentials

• Uptime, system performance, redundancy, costs

HOSTING AND BACKUPS

Essentials

• Uptime, system performance, redundancy, costs

Comparisons

HOSTING AND BACKUPS

Essentials

• Uptime, system performance, redundancy, costs

Comparisons • Build – incumbent on your vendor and hosting provider

HOSTING AND BACKUPS

Essentials

• Uptime, system performance, redundancy, costs

Comparisons • Build – incumbent on your vendor and hosting provider

• Buy – critical potential risk

HOSTING AND BACKUPS

Essentials

• Uptime, system performance, redundancy, costs

Comparisons • Build – incumbent on your vendor and hosting provider

• Buy – critical potential risk

• Borrow – incumbent on your vendor and hosting provider

HOSTING AND BACKUPS

Essentials

• Uptime, system performance, redundancy, costs

Comparisons • Build – incumbent on your vendor and hosting provider

• Buy – critical potential risk

• Borrow – incumbent on your vendor and hosting provider

Takeaways

HOSTING AND BACKUPS

Essentials

• Uptime, system performance, redundancy, costs

Comparisons • Build – incumbent on your vendor and hosting provider

• Buy – critical potential risk

• Borrow – incumbent on your vendor and hosting provider

Takeaways

• Review SLAs, policies, forums, references

SECURITY

SECURITY

Essentials

SECURITY

Essentials

• How safe is your data and your system

SECURITY

Essentials

• How safe is your data and your system

Comparisons

SECURITY

Essentials

• How safe is your data and your system

Comparisons • Build – incumbent on your vendor

SECURITY

Essentials

• How safe is your data and your system

Comparisons • Build – incumbent on your vendor

• Buy – critical potential risk

SECURITY

Essentials

• How safe is your data and your system

Comparisons • Build – incumbent on your vendor

• Buy – critical potential risk

• Borrow – based on activity in the community

SECURITY

Essentials

• How safe is your data and your system

Comparisons • Build – incumbent on your vendor

• Buy – critical potential risk

• Borrow – based on activity in the community

Takeaways

SECURITY

Essentials

• How safe is your data and your system

Comparisons • Build – incumbent on your vendor

• Buy – critical potential risk

• Borrow – based on activity in the community

Takeaways

• Review SLAs, policies, forums, references

GETTING WHAT YOU WANT

GETTING WHAT YOU WANT

Essentials

GETTING WHAT YOU WANT

Essentials

• Building to spec or taking what you get (not so black & white)

GETTING WHAT YOU WANT

Essentials

• Building to spec or taking what you get (not so black & white)

Comparisons

GETTING WHAT YOU WANT

Essentials

• Building to spec or taking what you get (not so black & white)

Comparisons • Build – as you wish

GETTING WHAT YOU WANT

Essentials

• Building to spec or taking what you get (not so black & white)

Comparisons • Build – as you wish

• Buy – my way or the highway

GETTING WHAT YOU WANT

Essentials

• Building to spec or taking what you get (not so black & white)

Comparisons • Build – as you wish

• Buy – my way or the highway

• Borrow – let’s meet in the middle

GETTING WHAT YOU WANT

Essentials

• Building to spec or taking what you get (not so black & white)

Comparisons • Build – as you wish

• Buy – my way or the highway

• Borrow – let’s meet in the middle

Takeaways

GETTING WHAT YOU WANT

Essentials

• Building to spec or taking what you get (not so black & white)

Comparisons • Build – as you wish

• Buy – my way or the highway

• Borrow – let’s meet in the middle

Takeaways

• How flexible are you, how critical is your current workflow

COST

COST

Essentials

COST

Essentials

• Complexity of the system, competition, quality, etc.

COST

Essentials

• Complexity of the system, competition, quality, etc.

Comparisons

COST

Essentials

• Complexity of the system, competition, quality, etc.

Comparisons • Build – high up-front cost, lower cost of ownership

COST

Essentials

• Complexity of the system, competition, quality, etc.

Comparisons • Build – high up-front cost, lower cost of ownership

• Buy – monthly (yearly) cost, typically fixed maintenance cost

COST

Essentials

• Complexity of the system, competition, quality, etc.

Comparisons • Build – high up-front cost, lower cost of ownership

• Buy – monthly (yearly) cost, typically fixed maintenance cost

• Borrow – lowest up-front cost, lower maintenance cost

COST

Essentials

• Complexity of the system, competition, quality, etc.

Comparisons • Build – high up-front cost, lower cost of ownership

• Buy – monthly (yearly) cost, typically fixed maintenance cost

• Borrow – lowest up-front cost, lower maintenance cost

Takeaways

COST

Essentials

• Complexity of the system, competition, quality, etc.

Comparisons • Build – high up-front cost, lower cost of ownership

• Buy – monthly (yearly) cost, typically fixed maintenance cost

• Borrow – lowest up-front cost, lower maintenance cost

Takeaways

• vs. features, timing and support

QUESTIONS?

QUESTIONS?

Configuration and Customization

Maintenance and Support

Upgrades

Hosting, Backups and Security

Getting What You Want

Cost

Etc.

SOLUTION COMPARISON

SOLUTION COMPARISON

Process

SOLUTION COMPARISON

Process

• Requirements Gathering

SOLUTION COMPARISON

Process

• Requirements Gathering

• Interviews and Demos

SOLUTION COMPARISON

Process

• Requirements Gathering

• Interviews and Demos

• Comparisons

SOLUTION COMPARISON

Process

• Requirements Gathering

• Interviews and Demos

• Comparisons

• Prioritization

SOLUTION COMPARISON

Process

• Requirements Gathering

• Interviews and Demos

• Comparisons

• Prioritization

• Decision Making

SOLUTION COMPARISON

Process

• Requirements Gathering

• Interviews and Demos

• Comparisons

• Prioritization

• Decision Making

• Final Steps

REQUIREMENTS GATHERING

REQUIREMENTS GATHERING

Inside Out

REQUIREMENTS GATHERING

Inside Out • Interview internal stakeholders

REQUIREMENTS GATHERING

Inside Out • Interview internal stakeholders

• Review existing systems and workflows

REQUIREMENTS GATHERING

Inside Out • Interview internal stakeholders

• Review existing systems and workflows

• Document needed requirements

REQUIREMENTS GATHERING

Inside Out • Interview internal stakeholders

• Review existing systems and workflows

• Document needed requirements

• Find potential SaaS or OSS solutions

REQUIREMENTS GATHERING

Inside Out • Interview internal stakeholders

• Review existing systems and workflows

• Document needed requirements

• Find potential SaaS or OSS solutions

Outside In

REQUIREMENTS GATHERING

Inside Out • Interview internal stakeholders

• Review existing systems and workflows

• Document needed requirements

• Find potential SaaS or OSS solutions

Outside In • Identify potential SaaS or OSS solutions

REQUIREMENTS GATHERING

Inside Out • Interview internal stakeholders

• Review existing systems and workflows

• Document needed requirements

• Find potential SaaS or OSS solutions

Outside In • Identify potential SaaS or OSS solutions

• Review marketing material for features lists

REQUIREMENTS GATHERING

Inside Out • Interview internal stakeholders

• Review existing systems and workflows

• Document needed requirements

• Find potential SaaS or OSS solutions

Outside In • Identify potential SaaS or OSS solutions

• Review marketing material for features lists

• Document available requirements

REQUIREMENTS GATHERING

Inside Out • Interview internal stakeholders

• Review existing systems and workflows

• Document needed requirements

• Find potential SaaS or OSS solutions

Outside In • Identify potential SaaS or OSS solutions

• Review marketing material for features lists

• Document available requirements

• Create requirements document

INTERVIEWS AND DEMOS

INTERVIEWS AND DEMOS

First Pass

INTERVIEWS AND DEMOS

First Pass • Have them market to you

INTERVIEWS AND DEMOS

First Pass • Have them market to you

• Focus on configuration and customization

INTERVIEWS AND DEMOS

First Pass • Have them market to you

• Focus on configuration and customization

• Review forums, call references

INTERVIEWS AND DEMOS

First Pass • Have them market to you

• Focus on configuration and customization

• Review forums, call references

Second Pass

INTERVIEWS AND DEMOS

First Pass • Have them market to you

• Focus on configuration and customization

• Review forums, call references

Second Pass • Bring questions to the table

INTERVIEWS AND DEMOS

First Pass • Have them market to you

• Focus on configuration and customization

• Review forums, call references

Second Pass • Bring questions to the table

• Dig deeper into configuration

INTERVIEWS AND DEMOS

First Pass • Have them market to you

• Focus on configuration and customization

• Review forums, call references

Second Pass • Bring questions to the table

• Dig deeper into configuration

• Clarify financial details

COMPARISON

COMPARISON

Feature to Feature

COMPARISON

Feature to Feature • Identify solutions that meet x% of needs

COMPARISON

Feature to Feature • Identify solutions that meet x% of needs

Solution Type

COMPARISON

Feature to Feature • Identify solutions that meet x% of needs

Solution Type • Build, Buy, or Borrow?

COMPARISON

Feature to Feature • Identify solutions that meet x% of needs

Solution Type • Build, Buy, or Borrow?

• How close are the potential solutions to your needs?

COMPARISON

Feature to Feature • Identify solutions that meet x% of needs

Solution Type • Build, Buy, or Borrow?

• How close are the potential solutions to your needs?

First Cut Selections

COMPARISON

Feature to Feature • Identify solutions that meet x% of needs

Solution Type • Build, Buy, or Borrow?

• How close are the potential solutions to your needs?

First Cut Selections • Vendor List

PRIORITIZATION

PRIORITIZATION

Tangibles

PRIORITIZATION

Tangibles • Spreadsheet: feature | priority (1-10) | notes

PRIORITIZATION

Tangibles • Spreadsheet: feature | priority (1-10) | notes

• Time to market

PRIORITIZATION

Tangibles • Spreadsheet: feature | priority (1-10) | notes

• Time to market

• Costs

PRIORITIZATION

Tangibles • Spreadsheet: feature | priority (1-10) | notes

• Time to market

• Costs

Intangibles

PRIORITIZATION

Tangibles • Spreadsheet: feature | priority (1-10) | notes

• Time to market

• Costs

Intangibles • Gut feeling (integrity, honesty)

PRIORITIZATION

Tangibles • Spreadsheet: feature | priority (1-10) | notes

• Time to market

• Costs

Intangibles • Gut feeling (integrity, honesty)

• Easy to work with

PRIORITIZATION

Tangibles • Spreadsheet: feature | priority (1-10) | notes

• Time to market

• Costs

Intangibles • Gut feeling (integrity, honesty)

• Easy to work with

• Add to spreadsheet

DECISION MAKING

DECISION MAKING

Second Cut

DECISION MAKING

Second Cut • Establish top 2 or 3

DECISION MAKING

Second Cut • Establish top 2 or 3

• Identify key pros and cons

DECISION MAKING

Second Cut • Establish top 2 or 3

• Identify key pros and cons

• Discuss with each vendor

DECISION MAKING

Second Cut • Establish top 2 or 3

• Identify key pros and cons

• Discuss with each vendor

• Review final proposals

DECISION MAKING

Second Cut • Establish top 2 or 3

• Identify key pros and cons

• Discuss with each vendor

• Review final proposals

Final Decision

DECISION MAKING

Second Cut • Establish top 2 or 3

• Identify key pros and cons

• Discuss with each vendor

• Review final proposals

Final Decision • Get buy-in from stakeholders on pros and cons

DECISION MAKING

Second Cut • Establish top 2 or 3

• Identify key pros and cons

• Discuss with each vendor

• Review final proposals

Final Decision • Get buy-in from stakeholders on pros and cons

• Shake hands

FINAL STEPS

FINAL STEPS

Contracts

FINAL STEPS

Contracts • Do it when you’re in love

FINAL STEPS

Contracts • Do it when you’re in love

• Be detailed – annoyingly so

FINAL STEPS

Contracts • Do it when you’re in love

• Be detailed – annoyingly so

• Discuss and document what-ifs

FINAL STEPS

Contracts • Do it when you’re in love

• Be detailed – annoyingly so

• Discuss and document what-ifs

Communication

FINAL STEPS

Contracts • Do it when you’re in love

• Be detailed – annoyingly so

• Discuss and document what-ifs

Communication • Expect regular (weekly / daily) updates

FINAL STEPS

Contracts • Do it when you’re in love

• Be detailed – annoyingly so

• Discuss and document what-ifs

Communication • Expect regular (weekly / daily) updates

• Ask questions – lots of them

QUESTIONS?

QUESTIONS?

Requirements Gathering

Interviews and Demos

Comparisons

Prioritization

Decision Making

Final Steps

Etc.

CONCLUSION

CONCLUSION

Build, Buy, or Borrow ...

CONCLUSION

Build, Buy, or Borrow ...

• Familiarity with technologies / terminologies

CONCLUSION

Build, Buy, or Borrow ...

• Familiarity with technologies / terminologies

• Understand critical factors in making decisions

CONCLUSION

Build, Buy, or Borrow ...

• Familiarity with technologies / terminologies

• Understand critical factors in making decisions

• Steps of a process for software solution comparison

THANK YOU

Build, Buy, or Borrow:

Choosing the Best Software Development Path

Kevin Howard Goldberg

President, imagistic

kgoldberg@imagistic.com

818-706-9100